Episode 28: 5 Things Everyone Should Do With Their Money

In the midst of a busy season in my life, I've been juggling multiple responsibilities: Managing our Airbnb rentals, taking care of our expanding animal farm, preparing for a hundred-mile run, attending a friend's wedding, and expecting a baby have all contributed to the excitement and growth in our lives. While it comes with challenges, I embrace these opportunities as fun problems to solve. Today's episode focuses on five simple and effective ways to optimize your finances. These strategies will help you save time, make more money, and enhance your wealth-building journey. They are easy steps that yield quick wins, boosting your financial progress. Let's dive in and make your wealth-building process more efficient.

Key highlights

[00:00:00] Holistic Money Podcast intro

[00:00:57] Update on what’s happening in my life

[00:03:28] Introduction to today’s topic: 5 things everyone should do with their money

[00:04:20] #1: Using a high-interest savings account

[00:06:35] #2: Stop banking at large national banks

[00:09:16] Great online banks to consider

[00:09:44] #3: Have a quarterly money date

[00:10:50] My Live Money Date on June 1st, 2023

[00:11:44] #4: Automate your savings and your investing contributions

[00:13:40] #5: Be mindful of the way that you talk about yourself with money and the way that you talk about money in general

[00:16:32] Holistic Money Podcast outro

Notable Quotes

  • High-interest savings accounts are the only great thing about inflation because interest rates are much higher than they used to be. So now banks are paying you much more to keep your money in a savings account.

  • For those of you that don't use savings accounts because you like to pad your checking account with a lot of money, or perhaps you do have a savings account, but it's at a large national bank, I highly consider you make a move to a high-interest savings account because you were losing out on free money.

  • The golden rule of subscriptions is to make sure if you last used it for at least the past three months; it is time to cancel it, no questions asked.

  • A lot of mindset drama tends to stand between most of you automating your savings and your investing contributions because you're afraid you don't have enough money to do this monthly or you'll overdraw your account. But I just want you to step back and question this thought process. The reason why is that automating your money will ensure that you are consistently investing and saving monthly, even if it is a small amount.

  • Investing and saving consistently is like a muscle you strengthen and build up, similar to going to the gym. As your investment accounts grow in your savings accounts, you feel more secure, safer, and more motivated with your money.

  • There's so much power in your words, language, and how you perceive yourself. I want you all to be mindful of how you describe yourself with money, even if you may not believe that you’re amazing with money, and you’re strategic and understand everything happening. You can start making small shifts in how you've perceived yourself with money simply by talking differently about yourself.

If you do not have a quarterly practice to have money dates, join me on June 1st, 2023, for an exciting opportunity. I'll be hosting my first live money date, where I'll take you through a four-step process to help you be intentional and clear with your money for the next 90 days. Take advantage of this transformative experience! Register now at www.holisticmoneycourse.com/moneydate for just $25. It's an investment that will pay off.

Resources

Listen on Apple Podcast

Start your “No Budget” Money Plan

Learn more about our signature Program: Holistic Money Program

Connect with Whitney:

LinkedIn: LinkedIn

Instagram: @holisticmoney

Email: Info@holistic-money.com


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Episode 29: How to Feel Confident with Money

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Episode 27: My Nitty Gritty, Not So Pretty Money Lessons